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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,536 | $90,486-83.9% | $78,676-81.5% | $273,972-94.7% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 4.39% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $669 | $3,175-78.9% | $2,850-76.5% | $4,869-86.3% |
| Participant deferral / active EE | $565 | $3,901-85.5% | $3,517-83.9% | $5,287-89.3% |
| Admin fee / account holder | $9,873 | $5,263+87.6% | $4,510+118.9% | $10,133-2.6% |